Shares of Super Micro Computer (SMCI) jumped nearly 5% to $48.75 on Thursday, June 26, extending their two-day rally to 14%. The stock had surged almost 9% in Wednesday’s trade, marking its largest single-day gain in over a month.
The recent uptrend followed reports that the United States will hold diplomatic talks with Iran next week, a development that investors interpreted as a possible de-escalation of geopolitical tensions after recent airstrikes. This has helped lift sentiment across semiconductor and AI hardware-related stocks.
Super Micro, known for its high-performance server and storage solutions widely used in AI data centers, has now gained about 52% so far in 2025. However, it still remains down approximately 45% over the past year, reflecting the ongoing volatility in the broader AI infrastructure sector.
Other major semiconductor and server stocks, including Advanced Micro Devices (AMD), Nvidia (NVDA), Qualcomm (QCOM), and Broadcom (AVGO), also posted modest gains during the period.
Currently, the average 12-month analyst price target for SMCI stands at $40.00, with a high estimate of $70.00 and a low of $15.00, implying a downside risk of over 14% from Wednesday’s closing level of $46.61.
Thursday’s advance puts SMCI at its highest price since mid-May, with investors now awaiting upcoming earnings reports from leading AI and server companies to gauge the sector’s momentum.
